Capture digital signatures

Cross-platform functionality

Save time, money and paper

eForms is ideal for staying on top of safety and compliance, job or service quotes, invoices, sales forms, and audit history records. It's easy to use in the field and provides comprehensive oversight back at the office, increasing the efficiency of your entire team.

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eForms

Form designer

Digital signature

Portal

Reduce your paper needs in the office and the field

Your team in the office can minimize the need for time-consuming, paper-based processes like filing, data entry, and record-keeping with the eForms Portal. The Portal allows administrative staff to access forms filled out by technicians in the field, sort and review them, and attach them to the relevant job or quote.

Less paper means less hassle for your field technicians too. Using the eForms mobile app they can quickly find the forms they need, fill them out and then send it back to the eForms Portal. This means more time to focus on the customer and the task at hand!

Stay on track with compliance while saving time

The eForms mobile app has a simple, user-friendly interface which makes the completion of forms a quick and easy task - especially with features like pinch-to-zoom and customer’s electronic signature capture. Your field technicians stay on track with site requirements like safety forms and can update customer information for future quotes and sales.

Pre-fill options in the eForms app also allow technicians to pull data and auto-populate fields, a great way of ensuring consistency across job and customer records, and a valuable asset for audits or compliance assessments!